Workbooks vs. zigihub

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.

1. It helps automate your marketing campaigns - send emails, does automated follow-up, creates leads directly into the CRM
2. Helps you track the performance of your marketing campaign
3. Its a cost-effective tool
4. Their integration with salesforce and Hubspot is missing, will require you to do it manually
5. Their email editor is quite basic with many must-have designing features missing

Incentivized

• Sales process management from enquiry to delivery of product
• This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
• Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
• The FD loved it
• The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
• Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over

• The platform navigation is very smooth.
• Easily switch from CRM to Marketing Automation tool
• I like the featured when the leads goes directly into CRM if you have run the email campaign from the tool or anyone had subscribed to the blogs.

Incentivized

• There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
• While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
• I am sure that would increase productivity even further (if it's of the same standard as the main environment).

• The email editor tool is very basic
• You cannot templatize your outreach with out-of-the-box designing
• Integrations with Salesforce and Hubspot is missing

Incentivized

the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.

1. Has a lot of scope for improvement in terms of email editor and lead management
2. Out-of-the-box reporting features should also be made available
3. Should provide integration with other software
4. The user experience could be improved
5. The tool can be made a little faster to operate
6. Workflows, land page, and form options can be improved

Incentivized

Workbooks CRM never let me down.

The customer support team is active and reverts promptly to support requirements. However, most of the requirements takes a lot of time to get fixed.

Incentivized

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.

Incentivized

Great powerful tool and it's in the budget of our company and can perform all the tasks compared to others.

Incentivized

• Allows us easy management of leads and clear visibility of opportunities for the sales team
• User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
• Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations

Incentivized

• We just started using the tool. So far we are using it for initial purpose but looking at the platform it looks pretty good.

Incentivized